SCGE MANAGEMENT, L.P.
13F Reported Value
ⓘ$5.9B
Holdings
21
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SCGE MANAGEMENT, L.P. disclosed 21 positions worth $5.9B in its Form 13F-HR for Q2 2026, led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) at 49.2% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $SPCX and a full exit from $NTSK. The portfolio is most concentrated in Technology (83.1% of disclosed assets). All figures are sourced directly from SCGE MANAGEMENT, L.P.’s Form 13F-HR filing with the SEC under CIK 1537530.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $2.9B16,981,350 sh
- 85.9#5
Quality
$475.1M2,374,600 sh - 78.2#57
Quality
$398.2M1,114,200 sh - 68.7
Quality
$257.3M1,079,500 sh - 79.8
Quality
$236.2M633,300 sh - —
Quality
$212.3M106,700 sh - 84.5
Quality
$183.7M486,400 sh - 87.7
Quality
$172.3M75,800 sh - —
Quality
$170.1M1,775,000 sh - 53.9
Quality
$129.9M308,800 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPACE EXPLORATION TECHNOLOGIES CORP$SPCX | — | $2.9B | 16,981,350 |
 NVIDIA CORP$NVDA | 85.9#5 | $475.1M | 2,374,600 |
 Alphabet Inc.$GOOG | 78.2#57 | $398.2M | 1,114,200 |
 AMAZON COM INC$AMZN | 68.7 | $257.3M | 1,079,500 |
 MICROSOFT CORP$MSFT | 79.8 | $236.2M | 633,300 |
 ASML HOLDING NV$ASML | — | $212.3M | 106,700 |
 Broadcom Inc.$AVGO | 84.5 | $183.7M | 486,400 |
 Sandisk Corp$SNDK | 87.7 | $172.3M | 75,800 |
 Sea Ltd$SE | — | $170.1M | 1,775,000 |
 Tesla, Inc.$TSLA | 53.9 | $129.9M | 308,800 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SCGE MANAGEMENT, L.P.'s 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Technology
$4.9B
Industrials
$594.9M
Consumer Discretionary
$293.6M
Financials
$106.6M
Full Holdings — SCGE MANAGEMENT, L.P. (Q2 2026)
All 21 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $2.9B | 49.2% | NEW | — |
| 2 | $NVDA | NVIDIA CORP | $475.1M | 8.1% | -22% | 85.9 |
| 3 | $GOOG | Alphabet Inc. | $398.2M | 6.8% | -30% | 78.2 |
| 4 | $AMZN | AMAZON COM INC | $257.3M | 4.4% | -8% | 68.7 |
| 5 | $MSFT | MICROSOFT CORP | $236.2M | 4.0% | -17% | 79.8 |
| 6 | $ASML | ASML HOLDING NV | $212.3M | 3.6% | -22% | — |
| 7 | $AVGO | Broadcom Inc. | $183.7M | 3.1% | -39% | 84.5 |
| 8 | $SNDK | Sandisk Corp | $172.3M | 2.9% | +21% | 87.7 |
| 9 | $SE | Sea Ltd | $170.1M | 2.9% | +0% | — |
| 10 | $TSLA | Tesla, Inc. | $129.9M | 2.2% | -17% | 53.9 |
| 11 |  $META | Meta Platforms, Inc. | $125.4M | 2.1% | -13% | 79.6 |
| 12 |  $NOW | ServiceNow, Inc. | $112.7M | 1.9% | +0% | 72.9 |
| 13 |  $KLAR | Klarna Group plc | $106.6M | 1.8% | +0% | — |
| 14 |  $TTAN | ServiceTitan, Inc. | $86.9M | 1.5% | +0% | 49.2 |
| 15 |  $DASH | DoorDash, Inc. | $82.6M | 1.4% | -72% | 71 |
| 16 |  $AMD | ADVANCED MICRO DEVICES INC | $64.8M | 1.1% | NEW | 79.8 |
| 17 |  $SNOW | Snowflake Inc. | $51.2M | 0.9% | -62% | 54.9 |
| 18 |  $CIEN | CIENA CORP | $43.7M | 0.7% | NEW | 72.9 |
| 19 |  $CPNG | Coupang, Inc. | $36.3M | 0.6% | NEW | 50.6 |
| 20 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $25.3M | 0.4% | NEW | 73.3 |
| 21 |  $NET | Cloudflare, Inc. | $24.7M | 0.4% | NEW | 56.4 |
New Positions (6)
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